Run AI Search, review the results, and save a Listing Alert directly to a client or as a reusable Template. This covers the full workflow from prompt to active alert.
Step 1: Run the search
Go to AI Search
Select your MLS and property class
Enter a plain-language prompt based on your client's criteria, for example: "3-bedroom homes in Mesa under $500K with a garage"
Click Insights to verify the generated filters: confirm the location logic is correct, the price range is accurate, and no filters are unintentionally limiting results
Adjust any filters directly from Insights. You do not need to re-run the prompt
Use this as your starting prompt structure:
Copy this into AI Search and use your arrow keys to fill in each field before pressing Enter.
Must have: Must not have: Price minimum: Price maximum: Other feature must-haves: Results should not have: Statuses are: Property type: Locations: Exclude these locations or areas:
Caution: Do not press Enter or Return to navigate between fields — this will submit the prompt immediately. AI Search also cannot read a listing's details or photos to build a search from them.
Example prompts to adapt for your market
Example prompts to adapt for your market
"Active townhomes in _____ and _____ but NOT in _____ priced between $350K and $550K, 2+ beds, garage or parking"
"Single-family homes in _____, under $900K, 3 bedrooms minimum, yard required"
"Condos and Townhomes near _____ under $500K, no HOA or Association fees over $400/month"
Note: Using any of these prompts without filling in a location will default to your account's default location setting.
Step 2: Choose your save path
Path | Use when | How |
Save directly to a client | The criteria are specific to one buyer and you will not reuse them | Click Save to Client, search for the contact's name, name the alert, set the schedule, and save |
Save as a Template | The criteria represent a buyer type you serve repeatedly (neighborhood, price range, property class) | Click Save as Template, name the Template, and set the schedule. Assign to contacts individually or pair with a tag for auto-assignment |
Note: A direct-to-client alert can always be promoted to a Template later. Starting with a direct save does not lock you out of the Template path.
Step 3: Name the alert from the client's perspective
The alert name appears in the subject line of every email the client receives. Use language the client will recognize immediately.
Clear name (use this) | Unclear name (avoid) |
Homes Near Greenfield Schools, $400K–$550K | GF-SFR-400-550 |
Downtown Austin Condos With Parking | ATX-condo-pkg |
Your Mesa Search: 3-Bed Under $500K | Mesa search v2 |
A readable name reduces the chance the email is ignored or marked as spam. When you save, AI Search generates a plain-language description of the search — use that as your starting point, shorten it if needed, and keep it human-readable.
Examples of template names that work:
Two-Bed Condos in Capitol Hill Under $450K
Family Homes in Naperville With a Yard, $400K–$600K
Townhomes Near Downtown Austin With Parking
Starter Homes in Tempe with a Garage
Single-Story West Valley Search, with Renovation Potential
Central Phoenix Condos: Low HOA, Near Light Rail
By the Bay Family Homes: $600–$800K, 3+ Beds, with a Yard
Augusta's Move-In Ready Townhomes: $350–$550K
Tags handle organization. Template names handle client communication. Use tags for market area, lead stage, or any system that works for you. The template name is what the client sees; the tag is what you use to filter and find templates inside RealScout.
Step 4: Set the alert schedule
You set the schedule when saving the alert. Choose based on the buyer's urgency, not a default.
Schedule | Use when |
ASAP | Buyer wants every new listing immediately — active, urgent search in a fast-moving market |
Daily | Active buyer who wants consistent updates without being flooded — most common for engaged buyers |
Weekly | Passive lead or past client staying loosely informed — not ready to move yet |
Monthly | Long-term nurture contact — early in the timeline, keeping the relationship warm |
Note: You can change the schedule at any time from the contact's profile under the Email Alerts tab. Setting it at save is a starting point, not a permanent commitment.
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